We are live on ! Find out more

1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152M
Puts
$145M
Net Calls
Net Calls Change

Top Buyers

1 +$329M
2 +$314M
3 +$221M
4
BlackRock
BlackRock
New York
+$169M
5
Harris Associates
Harris Associates
Illinois
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
676
Kestra Private Wealth Services
Texas
$380K
KCIC
677
Kuhn & Co Investment Counsel
Illinois
$379K
PIMJS
678
PKO Investment Management Joint-Stock
Poland
$375K
FGC
679
First Growth Capital
Maryland
$375K
FI
680
Fosun International
China
$374K
AFM
681
Armstrong Fleming & Moore
District of Columbia
$372K
SC
682
SummitTX Capital
Texas
$368K
BP
683
Ballentine Partners
Massachusetts
$365K
IRC
684
Investors Research Corp
Georgia
$364K
RWPA
685
Richard W. Paul & Associates
Michigan
$364K
AIM
686
Access Investment Management
Georgia
$363K
Acadian Asset Management
687
Acadian Asset Management
Massachusetts
$362K
IWA
688
IVC Wealth Advisors
Pennsylvania
$361K
EW
689
Evoke Wealth
California
$357K
PWC
690
Pathfinder Wealth Consulting
North Carolina
$355K
RG
691
Rathbones Group
United Kingdom
$353K
FLPIM
692
F.L. Putnam Investment Management
Massachusetts
$352K
FMI
693
Frec Markets Inc
California
$351K
SCP
694
Sivia Capital Partners
California
$350K
HP
695
Haven Private
Florida
$348K
IRP
696
Investment Research Partners
Pennsylvania
$347K
OP
697
Oslo Pensjonsforsikring
$347K
IAA
698
Independent Advisor Alliance
North Carolina
$347K
ACS
699
Archford Capital Strategies
Illinois
$346K
PMG
700
ProVise Management Group
Florida
$346K